-45.6%
CHTR vs SOXQ
+45.5%
-91.0%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -3.1% | +8.8% | +4.9% |
| 7D | +14.1% | -12.1% | +26.2% | +10.7% |
| 30D | +11.6% | -22.0% | +33.6% | +5.5% |
| 3M | -21.4% | -15.6% | -5.9% | -24.0% |
| 6M | -27.3% | -2.4% | -24.9% | -26.3% |
| YTD | -42.4% | +45.4% | -87.8% | -41.0% |
| 1Y | -45.6% | +47.7% | -93.2% | -44.1% |
| All | -45.6% | +45.5% | -91.0% | -44.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded SOXQ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling